This week’s release is packed with meaningful improvements for agencies and advisors—from a long-requested collaborator role to major AI Assist upgrades and fixes that eliminate common workflow blockers.
Here’s what’s new.
A New Collaborator Role for Agencies
We’ve introduced a brand-new Collaborator role type designed specifically for agencies that operate as teams.
When you set an agent (or VA) as a Collaborator:
- They automatically have access to all agency-shared trips and contacts
- They can fully collaborate and edit those trips
- They cannot see agency-wide commission or reporting data
- They continue to manage and submit their own bookings as usual
Why this matters
Previously, there wasn’t a clean way to allow team-wide trip visibility without also exposing agency-level financial reporting. Agencies had to manually add collaborators to every single trip—every time.
Now, simply update an existing agent’s role to Collaborator, and they’ll automatically see all shared agency trips—no manual trip-by-trip setup required.
This is especially powerful for:
- Team-based agencies, where advisors frequently jump in to support each other’s trips
- Virtual assistants, who need broad trip access but should not see commission or reporting data
We also know agencies want even more granular collaborator controls (such as group-based access and configurable permissions). This release is an important first step, and more flexibility is coming. Learn more.
AI Assist Upgrade: Smarter Flight Parsing
We’ve made a significant upgrade to how AI Assist handles flights.
What’s improved
When importing an itinerary with multi-leg flights:
- Multiple legs under the same booking are now grouped into a single flight activity
- Previously, each leg was split into separate activities—even when tied to the same confirmation number
- The return journey is handled correctly in the same structured way
This makes imported itineraries cleaner, more accurate, and easier to manage.
Better itinerary display defaults
Flights imported via AI Assist now default to “separate” display mode on the itinerary view, so each leg appears clearly for clients.
If you prefer a single consolidated display, you can toggle it back at any time.
This change reflects how most advisors prefer flights to appear when sharing itineraries with clients.
Multi-Select Tours in the Tour Library
Adding multiple tours just got dramatically faster.
Previously, you had to:
- Open a tour
- Add it
- Go back
- Repeat for every additional tour
Now you can:
- Select multiple tours using checkboxes
- Add them all at once
- Choose whether to add them as:
- Selected, or
- Optional add-ons (a common workflow when presenting choices to clients)
This is especially helpful when proposing several tour options for clients to choose from—no more repetitive modal opening and closing.
Quality of Life
1. When importing itineraries the itinerary option name now auto-fills with our best guess based on the imported content. If you’ve already named the option, we won’t override it.
2. We resolved edge cases around imported pricing schedules, specifically:
- Final balance showing as $0 in installment structures
- Missing or lost due dates on final balances
3. Country and state fields in forms are now properly structured. This improves your client’s experience, and provides more structured data for you.
4. One of our biggest support drivers has been itinerary PDF download failures.
- Previously, if a document was incompatible with the itinerary PDF merge process the entire export could error out, leaving advisors blocked and requiring support intervention.
- Now, we’ve implemented fallback logic so incompatible documents export separately instead of blocking the entire download
We’re especially excited about this release because it addresses some of the most frequent requests and support pain points we’ve seen.
As always, keep the feedback coming. It directly shapes what we build next!